SVB Investment Services’s Vanguard Total Bond Market BND Stock Holding History

SVB Investment Services’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$8.16M	Sell	102,556 -14,874	-13%	-$1.22M	5.06%	5
2021 Q4	$9.96M	Buy	117,430 +6,832	+6%	+$582K	6.62%	5
2021 Q3	$9.45M	Buy	110,598 +12,309	+13%	+$1.06M	6.3%	4
2021 Q2	$8.44M	Buy	98,289 +6,046	+7%	+$516K	5.63%	5
2021 Q1	$7.81M	Buy	92,243 +4,933	+6%	+$425K	6.22%	4
2020 Q4	$7.7M	Sell	87,310 -1,814	-2%	-$160K	5.98%	5
2020 Q3	$7.86M	Buy	89,124 +10,071	+13%	+$893K	6.66%	4
2020 Q2	$7.06M	Buy	79,053 +13,665	+21%	+$1.19M	6.46%	4
2020 Q1	$5.58M	Sell	65,388 -6,447	-9%	-$548K	4.84%	5
2019 Q4	$6.02M	Buy	+71,835	New	+$6.04M	5.71%	4

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SVB Investment Services's BND Position: Q1 2022 in Review

SVB Investment Services reduced its Vanguard Total Bond Market (BND) stake by 13% in Q1 2022, selling an estimated $1.22M and leaving 102,556 shares worth $8.16M. The position accounts for 5.06% of the portfolio, ranked #5.

SVB Investment Services first reported a position in BND in Q4 2019 and has held it in 10 quarters since. The position peaked at $9.96M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

SVB Investment Services held 102,556 shares of Vanguard Total Bond Market worth $8.16M as of Q1 2022.
SVB Investment Services sold 14,874 Vanguard Total Bond Market shares in Q1 2022, an estimated $1.22M.
Vanguard Total Bond Market made up 5.06% of SVB Investment Services's portfolio in Q1 2022, its #5 holding.
SVB Investment Services first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Vanguard Total Bond Market position peaked at $9.96M in Q4 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.